+3,866.3%
LRCX vs CB
+219.8%
+3,646.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +9.5% | -0.5% | +10.1% | +9.7% |
| 30D | +3.1% | -3.1% | +6.1% | +4.3% |
| 3M | -3.4% | +4.2% | -7.6% | -7.2% |
| 6M | +49.7% | +4.7% | +45.0% | +42.3% |
| YTD | +84.9% | +8.8% | +76.0% | +70.9% |
| 1Y | +200.8% | +22.6% | +178.2% | +158.7% |
| 3Y | +385.1% | +70.6% | +314.4% | +228.1% |
| 5Y | +460.5% | +99.4% | +361.1% | +238.1% |
| 10Y | +3,866.3% | +223.5% | +3,642.8% | +1,652.5% |
| All | +3,866.3% | +219.8% | +3,646.5% | +1,652.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling